Dental practices consistently document and generate hard copies of records to uphold patient information and communication by guaranteeing compliance with healthcare standards. CareStack simplifies record-keeping for dental practices by allowing users to print patient details across records for specific timeframes, tailored to their practice's requirements.
Watch this video for a step-by-step explanation.
Let us look at how you can easily and effectively print records.
Select the patient using the Global Search Bar.
- In Patient Overview, select the Print option at the top.
- Or, navigate to Menu > select Print Patient Details.
Once you click on Print, you will find two options.
- Click Select All on the top right to print all the options available.
- Click Deselect All on the top right to deselect all selections.
Profile Information
- Overview: Checkmark this option to print information on Patient's Details, Assignments, Communication Preferences, and Other Information.
- Responsible Party Information: Checkmark this option to print information on the Responsible Party.
- Alerts: Checkmark this option to print information on patient alerts, which includes the Start Date, End Date, Priority, and Message.
- Allergies & Conditions: Checkmark this option to print information on the patient's Allergies and Applicable Medical Conditions.
- Medications: Checkmark this option to print the patient's medications.
- Current: Checkmark to print the Current Medication.
- Past: Checkmark to print the Past Medication.
- Future Appointments: Checkmark this option to print the patient's future appointment details.
- Include Account Appointments: Checkmark this option to include appointments of all account members.
| Tip: You can either checkmark Patient Information to print all items below Patient Information or select individual items. |
Clinical and Billing-Related Items
- You can print based on the time period by clicking 'Select time period for printing clinical and billing related items.'
- Custom: Select a specific date range by choosing the desired From and To dates.
- YTD (Year-to-Date): Select the period between the start of the current year and the present day.
- MTD (Month-to-Date): Select the period from the start of the current month until the present date.
- All Time: Print data for the entire available time period.
- Attending Doctor's Statement: Checkmark this option to print the Appointment Doctor's Statement, which includes information such as Patient Details, Clinician Details, and Treatments Rendered.
- Walkout Report: Checkmark this option to print the Walkout Report.
- Appointments: Checkmark this option to print the Appointments List.
- Checkmark Include Account Appointments to print the appointment list of the Account Members.
Treatments: Checkmark this option to print the Treatments.
| Note: Checkmarking Treatments will auto-select all the treatment statuses, excluding Alternative, Closed and Conditions Marked as N/A. You can select or deselect items as desired. |
- BPE Recordings: Checkmark to print Basic Periodontal Examination (BPE) recordings.
- Care Notes: Checkmark to print the Clinical Notes of the patient.
- Receipts: Checkmark to print the Receipt details.
- Prescriptions: Checkmark to print the patient's Prescriptions.
- Ledger: Checkmark to print the patient's Ledger.
- Click Print as required.
Based on your selection, information will be displayed if available; otherwise, No data available will be shown.
Practices can use this simple guide to gain insight on how to use the Print option to effectively maintain records.